IS Talks

Investment Society
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IS Talks is produced by the Investment Society Lausanne, a student-run association at HEC Lausanne managing its own investment fund. In this podcast, we regularly present companies that we find particularly interesting because of their business models, strategic positioning or special situations worth exploring. The goal: to share clear, structured analysis and foster a passion for investing and critical thinking.

Episodes

  1. From the F1 Grid to Defence: Racing Force Group’s Growth Story

    FEB 10

    From the F1 Grid to Defence: Racing Force Group’s Growth Story

    In this new episode of IS Talks, João and Hippolyte discuss Racing Force Group (RFG), the company behind a large share of the helmets seen on the F1 grid. We break down the core homologated safety business, the strategic upside of Driver’s Eye (in-helmet broadcast cameras), and why the group’s push into security and defence could reshape the growth profile over time. Disclaimer: This episode is for educational purposes only and does not constitute financial advice. Image: © Racing Force Group

    9 min
  2. Timeless Taste, Relentless Buybacks: The Colefax Investment Case

    12/29/2025

    Timeless Taste, Relentless Buybacks: The Colefax Investment Case

    In this fourth episode of IS Talks, João and Hippolyte analyse Colefax (CFX.L) investment case. Between its status as the timeless reference for the "English country house" aesthetic and an aggressive capital allocation strategy that has reduced the share count from 30 million to 5 million, Colefax stands out as a hidden luxury compounder with exceptional shareholder returns. Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital. Image: © Colefax & Fowler

    9 min
  3. ABC Arbitrage, a remunerated hedge against volatility

    12/18/2025

    ABC Arbitrage, a remunerated hedge against volatility

    In the third episode of IS Talks, Hippolyte and João discuss about ABC Arbitrage (ABCA:PA). This company is a "remunerated hedge against volatility” with an excellent performance record of 61 consecutive half-years of positive net income and returns on equity above 15%. In addition, during unstable markets, ABC Arbitrage can be a safeguard in your portfolio. Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital. Image: © ABC Arbitrage

    11 min
  4. Orsero: Fruits, Logistics and Global Network

    11/17/2025

    Orsero: Fruits, Logistics and Global Network

    In this second episode of IS Talks, João and Hippolyte analyse Orsero's (ORS.MI) investment case. Between its powerful logistics and deep family alignment, a strategic shift to high-value products and room to expand geographically, Orsero is the leading fruit distributor in the Mediterranean market. Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital. Image: © Orsero

    10 min
  5. Laurent-Perrier: Bubbles, Brand and Pricing Power

    11/03/2025

    Laurent-Perrier: Bubbles, Brand and Pricing Power

    In this first episode of IS Talks, João and Hippolyte analyse Laurent-Perrier's (LPE.PA) investment case. Between brand value and portfolio composition, specificity in financing working capital requirements and pricing power, Laurent-Perrier is a piece of French history and culture with strong fundamentals. Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital. Image: © Laurent-Perrier

    7 min
  • 5 Episodes

About

IS Talks is produced by the Investment Society Lausanne, a student-run association at HEC Lausanne managing its own investment fund. In this podcast, we regularly present companies that we find particularly interesting because of their business models, strategic positioning or special situations worth exploring. The goal: to share clear, structured analysis and foster a passion for investing and critical thinking.

Information

  • Creator
    Investment Society
  • Years Active
    2025 - 2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Investment Society
  • Show Website
    IS Talks